bank
Stifel, Nicholas & Co.
In PWD coverage since September 4, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Phillipp Group
Sep 4 · to Rockefeller Global Family Office
PWD coverage
move
Rockefeller's double raid puts a price on the cap table pitch
Two teams carrying $950 million left Stifel and Morgan Stanley for Rockefeller, the latest evidence that advisors now price platform ownership above retention dollars.